CPA Certified Public Accountant Job at Wealthy Group of Companies LLC, Jacksonville, FL

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  • Wealthy Group of Companies LLC
  • Jacksonville, FL

Job Description

We are partnering with a well-established and highly respected public accounting firm in Jacksonville that has spent years building a loyal and steadily growing client base throughout the local community. The firm generates approximately $1M in annual revenue and services nearly 1,000 active clients ranging from individuals and families to small businesses, local operators, and trusts. Their reputation has been built through personalized service, long-term relationships, and being a trusted financial resource for “mom-and-pop” businesses that value accessibility, consistency, and hands-on support from their CPA. Unlike larger firms that operate with layers of bureaucracy and rigid corporate structure, this practice offers a far more relationship-driven and collaborative environment where clients are known personally and the work has a direct impact on the people and businesses being served. The firm has maintained a strong foundation and continues to experience steady growth, creating long-term opportunity for the right professional to grow alongside the business as the client base expands year after year.

The firm is seeking a Certified Public Accountant to step into a central leadership role as the primary CPA within the practice. This position is ideal for someone who enjoys the core fundamentals of public accounting and wants to work in a stable, well-run environment without the intensity, politics, and burnout commonly associated with larger corporate firms. The incoming CPA will play a highly visible role within the organization, overseeing tax preparation and review, signing off on returns, reviewing bookkeeping work completed by staff accountants, and serving as a trusted advisor to clients across a wide variety of industries and financial situations. The role offers a healthy balance of technical accounting responsibilities and client interaction, making it a strong fit for someone who enjoys building relationships while still remaining deeply involved in the accounting and tax side of the business. The team currently consists of four accountants, creating a close-knit office atmosphere where collaboration, reliability, and professionalism are highly valued. This opportunity also offers meaningful long-term upside, as the firm is continuing to grow and is looking for someone who can become a major pillar of the organization moving forward.

Responsibilities
  • Prepare, review, and sign off on a high volume of individual, business, and trust tax returns while ensuring accuracy, compliance, and timely completion
  • Oversee approximately 900 personal tax returns annually, along with several hundred business clients and roughly 50 trust accounts across a diverse client base
  • Review bookkeeping, financial statements, reconciliations, and accounting work completed by staff accountants to ensure quality and consistency
  • Serve as the lead CPA within the firm, providing guidance and oversight on day-to-day accounting and tax-related matters
  • Build and maintain strong long-term relationships with clients by acting as a trusted advisor for tax, accounting, and general financial questions
  • Communicate directly with business owners, families, and individual clients regarding filings, compliance issues, tax strategies, and financial concerns
  • Assist clients with tax planning and provide proactive recommendations to help support their financial and business goals
  • Work closely with the internal accounting team to maintain efficient workflows and ensure deadlines are consistently met during busy seasons
  • Support and mentor junior accounting staff while helping maintain a collaborative and team-oriented office culture
  • Contribute to the continued growth and long-term stability of the practice as the client base continues expanding year after year
Qualifications
  • Active CPA license required with strong technical knowledge of tax preparation, compliance, and public accounting standards
  • Prior public accounting experience strongly preferred, particularly within a small or mid-sized CPA firm environment
  • Experience preparing and reviewing individual, business, and trust tax returns across multiple client types and industries
  • Strong understanding of bookkeeping review, financial statement analysis, and general accounting procedures
  • Comfortable managing direct client interaction and building long-term professional relationships with a service-oriented mindset
  • Ability to manage multiple priorities, deadlines, and client engagements in a fast-paced public accounting environment
  • Strong attention to detail and organizational skills with the ability to maintain accuracy across a high volume of work
  • Team-oriented professional who enjoys collaborating closely with staff in a smaller office setting
  • Looking for a stable, long-term opportunity with growth potential and increased responsibility over time
  • Must be comfortable working onsite full-time in Jacksonville as part of a collaborative in-office environment
Compensation
  • $110,000 - $130,000 base salary with long-term growth opportunity as the firm and client base continue expanding
  • Opportunity to work within a stable, established CPA practice with a loyal and recurring client portfolio
  • Collaborative, low-politics office environment that offers a strong alternative to larger corporate accounting firms
  • High level of visibility and importance within the organization as the primary CPA overseeing core accounting operations
  • Ability to work closely with business owners and individual clients in a highly relationship-driven environment
  • Long-term opportunity to become a major contributor and key pillar within a growing public accounting practice

Job Tags

Full time, Work at office, Local area

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